The Advantages of Outsourcing Software Training for MTD for Self Assessment
The digitisation of tax processes stands as one of the most significant shifts in accountancy practice recent years. The Making Tax Digital (MTD) for Self-Assessment initiative represents a fundamental change in how tax information is managed and submitted to HMRC. For accountants, this transition presents opportunities which can be managed more effectively through outsourced software training and review services.
The shift to digital tax submission requires accountants to work with new software platforms and adjust long established workflows. Many practices, particularly smaller firms, face resource constraints when implementing these changes. Staff must continue serving clients whilst at the same time developing competencies with unfamiliar digital tools. This balancing act can create unreasonable pressure on practice resources. For many practices, keeping pace with the changes and updates to software packages whilst maintaining service quality presents a genuine challenge. Working with an accountancy business who are specialising in supporting the implementation of MTD software offers practical and financial returns.
Specialist expertise without the overheads
By outsourcing MTD software training, accountancy practices gain access to specialists who focus exclusively on digital tax systems. We maintain up to date knowledge of compliance requirements and software capabilities without practices needing to develop this expertise internally. This arrangement allows accountants to benefit from specialised knowledge without the expense of full-time technical staff.
Cost-effective implementation
Rather than allocating significant internal resources to software training including staff time, materials development, and continuing education accountancy practices can access fully developed training programmes tailored to the needs of their clients. This targeted approach typically delivers better value than attempting to create comparable resources in-house.
Accelerated adoption timelines
External training can significantly reduce the implementation of new systems. This acceleration means practices can achieve MTD compliance more quickly, reducing the disruption to client service during transition periods.
Risk mitigation through expert review.
Outsourced review and recommendation services offer valuable quality assurance for MTD processes. Hydref Accounting can identify potential compliance issues before they become problems, reviewing setup configurations and workflows to ensure they meet HMRC requirements. This proactive approach reduces the risk of submission errors and associated penalties.
Focus on core client services.
Most importantly, outsourcing allows accountants to maintain focus on their primary value proposition: providing high-quality financial advice and services to clients. By delegating technical training and review to Hydref Accounting, accountants reserve their capacity for client-facing work.
Implementation considerations
For practices considering this approach, there are other benefits in the implementation of new software for their clients.
- Customisation requirements: The flexibility of working with a specialist means that Hydref can tailor programmes to the software your practice works with and your client portfolio.
- Ongoing support arrangements: Looking beyond the initial training and set up, there will be continuing assistance as systems and requirements evolve.
- Integration with practice operations: Hydref’s background in both business financial management and accountancy practice means we understand how to minimise disruption to day-to-day activities during training periods, both for practice staff and clients.
- Client engagement strategies: Choosing a training approaches that encourage buy-in and enthusiasm for digital transformation, by demonstrating the benefits to both client bookkeeping staff and their accountants.
While immediate compliance with MTD requirements drives the current interest in outsourced training, the benefits extend beyond regulatory adherence. Practices which develop robust digital capabilities position themselves for future growth. The expertise developed through professional training creates a foundation for expanded service offerings and improved practice efficiency.
As Making Tax Digital for Self-Assessment becomes mandatory from the April 2026 tax year, accountants face a critical choice: struggle with in-house implementation or leverage external expertise to smooth the transition. For many practices, especially those with limited internal technical resources, outsourcing software training and review represents a strategic approach that balances compliance requirements with business realities.
By partnering with Hydref Accounting, accountants can ensure technical competence is passed on to clients, whilst remaining focused on what they do best: providing financial guidance to their clients. In this way, what begins as a regulatory issue can become an opportunity for practice enhancement and service improvement. Hydref Accounting work with Xero, QuickBooks and FreeAgent, who are best positioned to be the MTD software platforms of choice for small businesses. We offer two services for businesses migrating to the cloud, and especially to their existing accountants. “Software Start Up Catch Up and Refresh” is for the new user and “Review and Recommend” will help those who have already made the switch but are not making the most of the platform. Get in touch on 03333 449270 or book an appointment through my Calendly link to learn more about how Hydref can support you and your clients.
